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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $390,520 | $90,489+331.6% | $76,051+413.5% | $145,978+167.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 10.10% | 622.78%-612.7pp | 360.42%-350.3pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,196 | $3,319-33.9% | $2,690-18.4% | $4,662-52.9% |
| Participant deferral / active EE | $9,577 | $5,164+85.5% | $4,257+125.0% | $6,690+43.2% |
| Admin fee / account holder | $1,132 | $8,374-86.5% | $6,416-82.4% | $13,400-91.6% |